ELIZABETH E BETTELHEIM FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH E BETTELHEIM FAMILY FOUNDATION (EIN 46-2041014)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201511349349102566
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:40:58-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263839190 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 NORTH MAIN STREET SUITE 360 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462041014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH E BETTELHEIM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 5105285166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 RINCON ROAD | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947071026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN E BETTELHEIM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5105285166 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 9252961040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,710,984 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,114 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,116,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,181 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $123,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,309 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $287 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $287 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,017 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,759 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,630 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $477 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $64,812 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,645 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,626 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,043 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,605 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,851 | CashBOYAmt |
| Cash EOY | $164,736 | CashEOYAmt |
| Cash EOYFMV | $164,736 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $113,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,045 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,045 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,853 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $3,438,587 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,352,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,352,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,097,784 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,085,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,085,295 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,385 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $477 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,908 | LandEOYAmt |
| Land EOYFMV | $1,908 | LandEOYFMVAmt |
| Total Assets BOY | $4,807,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,710,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,710,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,807,386 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,710,984 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,807,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,710,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,807,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,710,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,807,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,702 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,711,684 | SubtotalAmt |
| Other Decreases | $700 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,710,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $272,936 | $254,689 | $18,247 | $18,247 |
| PUBLICLY TRADED SECURITIES | P | $9,994 | $10,000 | -$6 | -$6 |
| PUBLICLY TRADED SECURITIES | P | $1,786,615 | $1,800,299 | -$13,684 | -$13,684 |
| CAPITAL GAINS DIVIDENDS | P | $46,624 | $46,624 | $46,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,181 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,904 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,010,363 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029865 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.029865 | TotalDistributionRt |
| Average Distribution | 0.014933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,757,734 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,047 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $536 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,583 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $142,260 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,201 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,201 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,665 | OverpaymentAmt |
| Applied To ES Tax | $1,665 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ELIZABETHBETTELHEIMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ANN E BETTELHEIM | IndividualWithBooksNm |
| Phone | 5105285166 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 RINCON ROAD | AddressLine1Txt |
| City | KENGSINGTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947071026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN E BETTELHEIM | ||||||||
| 30 RINCON ROAD | KENSINGTON | CA | 94707 | EXECUTIVE DIRECTOR & TREAS | 33.00 | $50,000 | $0 | $0 |
| CARLA S CONDON | ||||||||
| 30 RINCON ROAD | KENSINGTON | CA | 94707 | PRESIDENT | 3.00 | $2,000 | $0 | $0 |
| SHARON O ROSSI | ||||||||
| 30 RINCON ROAD | KENSINGTON | CA | 94707 | SECRETARY | 2.00 | $2,000 | $0 | $0 |
| CATHERINE C BRENT | ||||||||
| 30 RINCON ROAD | KENSINGTON | CA | 94707 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| ANN M ONGERTH | ||||||||
| 30 RINCON ROAD | KENSINGTON | CA | 94707 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,588,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,830,187 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,830,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,757,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,887 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $536 | TotalTaxAmt |
| Distributable Before Adj | $237,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $237,351 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $237,351 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $142,260 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $536 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,409 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,409 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,851 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $136,500 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALPHA EPSILON PHI FOUNDATION | ||||||
| 11 LAKE AVENUE EXTENSION SUITE 1A | DANBURY | CT | 06811 | PC | PRESIDENTS ACADEMY IN HONOR OF LESLIE BROWN SHIFFMAN | $10,000 |
| ASIAN ART MUSEUM | ||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | PC | JEWISH DIASPORA AND JEWISH ARTS OF INDIA | $25,000 |
| DRESS FOR SUCCESS | ||||||
| 500 SUTTER STREET 218 | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT OF CHARITABLE & EDUCATIONAL ACTIVITIES | $2,000 |
| THE EXCELSIOR FOUNDATION | ||||||
| 107 N VALE ST | JEFFERSON | TX | 75657 | PC | METAL ROOF FOR HEBREW SINAI SYNAGOGUE | $7,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT OF CHARITABLE & EDUCATIONAL ACTIVITIES | $5,000 |
| NIAD OF RICHMOND | ||||||
| 551 23RD STREET | RICHMOND | CA | 94804 | PC | GENERAL SUPPORT OF CHARITABLE & EDUCATIONAL ACTIVITIES | $2,000 |
| SPD FOUNDATION | ||||||
| 5420 S QUEBEC STREET | GREENWOOD VILLAGE | CO | 80111 | PC | GENERAL SUPPORT OF CHARITABLE & EDUCATIONAL ACTIVITIES | $5,000 |
| SWIMMING SAVES LIVES FOUNDATION | ||||||
| 655 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | RICHMOND SWIMS, RICHMOND CALIFORNIA PROGRAM | $2,000 |
| TEXAS JEWISH HISTORICAL SOCIETY INC | ||||||
| PO BOX 10193 | AUSTIN | TX | 78766 | PC | GENERAL SUPPORT OF EDUCATIONAL ACTIVITIES | $5,000 |
| THE MAGNES COLLECTION OF JEWISH ART AND LIFE | ||||||
| 2121 ALSTON WAY | BERKELEY | CA | 94720 | PC | GENERAL SUPPORT OF EDUCATIONAL ACTIVITIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $123,341 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,341 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER EQUIPMENT | PropertyDesc |
| Acquired | 2014-06-24 | AcquiredDt |
| Cost Or Other Basis | $2,385 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $477 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS, OPTIONS, ETFS | StockNm |
| EOY Book Value | $3,352,000 | EOYBookValueAmt |
| EOYFMV | $3,352,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,085,295 | BookValueAmt |
| EOYFMV | $1,085,295 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $2,385 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $477 | AccumulatedDepreciationAmt |
| Book Value | $1,908 | BookValueAmt |
| EOYFMV | $1,908 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $287 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $287 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $700 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL ORGANIZATIONS | $675 | $0 | $675 |
| INVESTMENT EXPENSES | $47,254 | $47,254 | $0 |
| BANK FEES | $84 | $8 | $72 |
| BOOKS, SUBSCRIPTIONS, REFERENCE | $1,479 | $0 | $1,479 |
| SOFTWARE | $2,285 | $229 | $0 |
| SUPPLIES | $2,283 | $228 | $2,055 |
| TELEPHONE, TELECOMMUNICATIONS | $2,001 | $200 | $1,801 |
| INTERNET | $2,180 | $218 | $0 |
| POSTAGE AND MAILING | $604 | $60 | $544 |
| OTHER EXPENSES | $3,329 | $3,185 | $0 |
| INSURANCE | $2,638 | $263 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE CONTRACTORS | CategoryTxt |
| Amt | $3,017 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,017 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAX | $10 | $0 | $10 |
| FEDERAL TAXES | $911 | $0 | $0 |
| PAYROLL TAX | $4,022 | $402 | $3,620 |
| STATE REGISTRATION FEE | $150 | $0 | $0 |
| FOREIGN TAX | $4,357 | $4,357 | $0 |